Version 6.1 (May 22, 2014) Version 6.0 (Jan 14, 2014) Version 3.3 (Aug 07, 2013) Version 3.2 (July 23, 2013) Version 3.1 (June 14, 2013) Version 3.0 (May 21, 2013) Version 6.1 (May 22, 2014) Features Option to attach mail to Opportunity and Tickets module. Link Outlook Event to Invited Contact in CRM. Bug Fixes […]

Contents Setting up Phone Calls with Twilio Step 1: Signing up for Twilio Step 2: Install Phone Calls module in Simply Step 3: Configure your Twilio credentials in Simply Step 4: Configure the extension number for each user Configuring Simply specific settings in Twilio Setting up Phone Calls with Twilio Step 1: Signing up for […]

1. How do I disable the existing Trouble Ticket email templates ? Email notifications will be sent to Contact / Organization and Assigned to user every time ticket is created, Status is changed to Closed or Comments are exchanged. If these emails do not meet your requirements, you can disable them right away. Steps to disable […]

This tutorial is designed to explain how Paypal merchant account can be configured in the Payments module The Paypal Digital Goods Checkout payment method helps you to accept payments through secure Paypal gateway. To achieve this, you’ll need to have Paypal Business Account to accept payments online. Follow few simple steps to configure your merchant […]

This tutorial is designed to explain how Authorize.net merchant account can be configured in Payments module Follow few simple steps to configure your merchant account Click Payments tab Click wrench icon in the right Click Server Configuration Click Add Record In the ‘Configure Merchant Account’ popup, provide the following details a Provider Select Authorize.net b […]

Analytics will improve performance of your business by categorizing, predicting and highlighting only meaningful information of data stored in your simply CRM. You need not have to depend much upon traditional theories as simply CRM provides you data intelligence and complete analysis of data through Reports, Dashboards and Home page widgets 1. Home Home page […]

simply CRM provides an intuitive platform to track and manage Leads. Not all Leads will bring in Revenues. Classify Leads, distinguish leads that hold potential to become sales and follow up accordingly. This will enormously reduce efforts and saves time of your Sales Team members; As a result, they can spend time on set of […]

Once a Lead is qualified and determined to be a potential sale, the Lead can be converted to an Opportunity. A Contact record and Organization record will be created simultaneously to store the personal information and company information. Steps to convert a Lead Click on the Lead record you intend to convert In the detail […]

You can send emails to desired number of records in List view. This will help if you would plan to send an Email Blast or send emails in bulk. Additionally, to run advanced email marketing campaigns, you can synchronize simply CRM campaigns with Mailchimp. Learn more

Welcome Setup screen is shown when users login for the first time, and helps them setup the key preferences. User Setup Users can configure the Timezone and Language when they login. Account Owner Setup In addition to personal preferences, Account Owner can setup the company logo, and should configure Base Currency when logging in for […]